Addressing the common challenges of benefits realisation management, workshop 1, Laura Brock, London, 23 June 2016

1. Addressing the Common Challenges of Benefits Realisation Management Infrastructure & Projects Authority

2. 2 IPA: Addressing the Common Challenges of BRM Your presenter Benefits and Savings Lead, Infrastructure and Projects Authority Benefits Lead, Transport for London Benefits Lead, Metropolitan Police Service Business Change Manager, Metropolitan Police Service 2016 2014 2011 2009

3. 3 Workshop Format IPA: Addressing the Common Challenges of BRM 2 minutes 6 minutes

4. 4 The 5 Themes IPA: Addressing the Common Challenges of BRM 1. Introducing BRM into my organisation 2. Confusion over terminology 3. Projects focusing on time, cost and quality 4. BRM Capability and Maturity 5. Seeing BRM solely as appraisal rather than management and evaluation

5. 5 The 5 Themes – number 1… IPA: Addressing the Common Challenges of BRM 1. Introducing BRM into my organisation 2. Confusion over terminology 3. Projects focusing on time, cost and quality 4. BRM Capability and Maturity 5. Seeing BRM solely as appraisal rather than management and evaluation

6. 6 What have you found to be the biggest challenges with introducing BRM into your organisation? (select all that are applicable): 1. Lack of buy-in and support 2. Perception of BRM as bureaucratic and time consuming 3. Difficulty in demonstrating the benefits of BRM 4. BRM is not clearly linked to any other PPM activities 5. Other IPA: Addressing the Common Challenges of BRM 1. Introducing BRM into my organisation

7. 7 Results: IPA: Addressing the Common Challenges of BRM 1. Introducing BRM into my organisation

8. 8 What are IPA doing? IPA: Addressing the Common Challenges of BRM Assurance of Benefits Realisation in Major Projects document Framework Case Studies Keep it simple See how BRM can improve what you do badly Align to existing processes Tools Tips

10. 10 What have you found to be the biggest challenges with confusing terminology in your organisation? (select all that are applicable): 1. Understanding what a benefit actually is 2. Understanding the different types of benefit 3. Understanding the difference between outputs and outcomes 4. Understanding the difference between appraisal and benefits management 5. Other IPA: Addressing the Common Challenges of BRM 2. Confusion over terminology

11. 11 Results: IPA: Addressing the Common Challenges of BRM 2. Confusion over terminology

12. 12 What are IPA doing? IPA: Addressing the Common Challenges of BRM Benefits Categories Framework Glossary of Terms Keep it simple Benefits Mapping Document the lifecycle Tools Tips

14. 14 What have you found to be the biggest challenges in moving the conversation away from time, cost and quality? (select all that are applicable): 1. People like shiny things 2. We have solutions so often look for problems 3. Benefits is only thought about to get the funding 4. Outputs are easier to measure than benefits 5. Other IPA: Addressing the Common Challenges of BRM 3. Projects focusing on time, cost and quality

15. 15 Results: IPA: Addressing the Common Challenges of BRM 3. Projects focusing on time, cost and quality

16. 16 What are IPA doing? IPA: Addressing the Common Challenges of BRM Project Initiation Guidance Templates Start with the end in mind Adopt Portfolio Benefits Management Accept the environment you operate within Tools Tips Policy development Implementation planning Implementation delivery Public commitment Policy experts Delivery experts Policy development Implementation Implementation delivery Public commitment Policy experts Delivery experts Policy Future model Announcement of policy intent Current model

18. 18 What have you found to be the biggest challenges to maturing and building capability in BRM? (select all that are applicable): 1. Lack of professionalism and dedicated BRM roles (compared to other PPM disciplines) 2. Challenges in measuring organisational maturity 3. The difference between having tools and processes and actually changing behaviour 4. Difficult to achieve consistent application across a big organisation 5. Other IPA: Addressing the Common Challenges of BRM 4. BRM Capability and Maturity

19. 19 Results: IPA: Addressing the Common Challenges of BRM 4. BRM Capability and Maturity

20. 20 What are IPA doing? IPA: Addressing the Common Challenges of BRM Case Study workshop Workshops & Presentations Establishing a community of practice Keep it simple Use maturity models to identify weaknesses and give the work a mandate Focus on the most important benefits Tools Tips

22. 22 What have you found to be the biggest challenges with people focusing on appraisal rather than BRM as a whole process that includes realisation and review? (select all that are applicable): 1. When the project closes everyone moves onto the next job 2. There is no process in place for BRM 3. Lack of understanding about BRM roles and responsibilities 4. Some benefits wont be realised for years 5. Other IPA: Addressing the Common Challenges of BRM 5. Seeing BRM solely as appraisal rather than management and evaluation

23. 23 Results: IPA: Addressing the Common Challenges of BRM 5. Seeing BRM solely as appraisal rather than management and evaluation

24. 24 What are IPA doing? IPA: Addressing the Common Challenges of BRM RACI Post Implementation Reviews Build a repository of case studies/best practice Evaluation Engage with the business throughout Build into BAU as much as practicable Set aside budget for benefits realisation Implement one step at a time (one off v iterative) Tools Tips

25. 25 IPA: Addressing the Common Challenges of BRM https://www.gov.uk/government/publications/major-projects-authority- assurance-toolkit Or “MPA Assurance Toolkit” Email: Laura.Brock@ipa.gov.uk

26. This presentation was delivered at an APM event To find out more about upcoming events please visit our website www.apm.org.uk/events